Jake Oats

Jake Oats

2021-02-03T19:40:21-06:00

Commented "I mean.. I did have a Dave Ramsey video course in high school like 12 years ago.. and I'm a huge fan of the Wolf of Wall Street movie.. But.. no.. it's pretty low."

6 4

How financially confident are you?

Asked By

Brighthouse Financial

Jake Oats

2021-02-03T19:35:13-06:00

Commented "I really don’t feel confident that I’m going to be ready.. I do have a fairly diversified investment portfolio, but I really don’t have an accurate idea of how much I’m going to need to have the retirement I want, and if that’s going to happen with my current job."

7 3

Do you feel confident that you’re ready to retire?

Asked By

Brighthouse Financial

Jake Oats

2021-02-03T19:34:49-06:00

Commented "I'm really not even sure if I know what would go into knowing the answer to that question.. I think??"

14 8

Will you be able to afford the retirement that you want?

Asked By

Brighthouse Financial

Jake Oats

2021-02-03T19:32:28-06:00

Replied "Ditto."

8 6

Do you know how annuities can help protect your retirement?

Asked By

Brighthouse Financial

Jake Oats

2021-02-03T19:31:15-06:00

Commented "Fortunately my job hasn't really been impacted.. other than the fact that I'm now working from home. But, I guess it has impacted me to take things more seriously and start getting proactive. "

13 5

Has Covid-19 impacted your retirement plans?

Asked By

Brighthouse Financial

Jake Oats

2021-02-03T19:29:27-06:00

Commented "I know I need to start having those conversations very soon. It feels a little bit intimidating.."

10 9

Have you ever worked with a financial advisor?

Asked By

Brighthouse Financial

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